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IPbeancounter
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Really? Changing the customer statement template is not an option in QuickBooks Online?


At the behest of our CPA we migrated from Quickbooks Desktop to Quickbooks Online to better automate tax prep and reporting. After 2 weeks we are regretting the change as moving from QB Desktop to QB Online is killing our billing process' productivity.


We are a niche industry (nonlawyer IP legal services) which demands UI, invoice and statement customization ... customization we got from QB Desktop but no longer have with QB Online. It's not that we have to learn a new way of doing things ... it's that many of the things we have to do and are used to doing in QB Desktop are not supported in QB Online. QBO also adds additional steps to filling out and processing invoices (time is literally money in our business), PLUS our billable line items table only partially imported so we're having to recreate it from scratch.


Additionally our Templates in Desktop were not ported over in the "upgrade", and QB Online won't allow us to replicate them outside of bits and pieces of our Invoices. Speaking of QBD to QBO upgrade issues, our reconciliations weren't ported over either. So our book balances are WAY off and we'll likely have to pay our CPA even more money to get through this.


We are seriously considering requesting a refund and going back to QB Desktop.